Customer Service Representative (Loans) - Remote

Overview

As a Customer Service Representative at Splash Financial, you will handle inbound queries from potential customers and deliver a world-class customer experience.

In Short

• Handle inbound queries via phone, email, and chat.
• Guide customers through the loan application process.
• Document customer interactions in the CRM system.
• Collaborate with internal stakeholders to share consumer insights.
• Achieve first contact resolution and maintain high customer satisfaction.
• Stay updated on industry trends and product knowledge.
• Assist with outbound campaigns as needed.
• Review and process loan documents responsibly.
• Ensure timely follow-up and resolution of customer concerns.
• Work in a fast-paced, team-oriented environment.

Requirements

• Prior banking and/or lending experience.
• Associate or Bachelor’s degree preferred.
• Experience with Salesforce or other CRM systems.
• Proficient in Microsoft Office and/or Google Suite.
• Strong verbal and written communication skills.
• Problem-solving mindset with attention to detail.
• Ability to multi-task and manage changing priorities.
• Customer-centric approach with a commitment to service.
• Team collaboration skills.
• Adaptability to learn new systems and processes quickly.

Benefits

• Fully remote work freedom.
• Competitive salary packages.
• Flexible PTO + 9 company holidays.
• Equity in the company.
• Comprehensive insurance benefits.
• Paid parental leave for caregivers.
• Essential equipment provided.
• 401(k) for future savings.
• Quarterly meet-ups for team bonding.
• Company swag to show team spirit.